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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,353 | $58,911-77.3% | $129,384-89.7% | $77,736-82.8% |
| Participation rate | 49.4% | 59.4%-10.1pp | 69.6%-20.3pp | 70.6%-21.2pp |
| Annual return | 24.09% | 24.75%-0.7pp | 9461.77%-9437.7pp | 31.26%-7.2pp |
| Employer contribution / active EE | $773 | $1,955-60.5% | $4,153-81.4% | $2,728-71.7% |
| Participant deferral / active EE | $3,249 | $3,220+0.9% | $4,166-22.0% | $4,651-30.1% |
| Admin fee / account holder | $0 | $592-100.0% | $7,686-100.0% | $433-99.9% |